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Propovoice CRM
  • Home
  • Features
    • Lead Management
    • Deal Pipeline
    • Invoicing
    • Estimates
    • Client & Project
  • Demo
  • Pricing
  • Blog
  • Resources
    • Documentation
    • Submit a Ticket
    • Facebook Community
    • Roadmap
  • My Account

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Add Lead

Table of Contents
  • Manually Adding Leads

Leads can be added manually or through our contact form integrations. That means when someone submits a supported contact form, the user information will be automatically added to the leads section of Propovoice CRM!

Manually Adding Leads #

To add a Lead, go to the WordPress Admin Dashboard

  1. Click on Propovoice > Lead
  2. Click on Add Lead or Let’s Start Creating button.
Propovoice CRM Lead Creation Screen
Propovoice Lead Creation Screen

You will see form to enter the information about the lead like the image below.

  1. Fill up your lead’s necessary information
  2. Click on the Save button when you’re done.
Propovoice CRM Lead information input form
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Updated on January 26, 2023
Lead Overview

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Table of Contents
  • Manually Adding Leads

Propovoice is the best WP CRM+Invoicing plugin for small to mid level businesses and freelancers. It is tailored to giving small to mid level businesses and freelancers the highest priority. Its easy-to-use functionalities and aesthetic design set it apart from other CRM plugins.

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© 2022 Propovice Built by the folks at Nurency Digital

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